Spectrum Wealth Counsel, LLC Ishares Core S&P U.S. Value Et Transaction History

Spectrum Wealth Counsel, LLC

$833 Billion
Q1 2025

A detailed history of Spectrum Wealth Counsel, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 33,486 shares of IUSV stock, worth $3.39 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

33,486

Previous 20,456 63.7%

Holding current value

$3.39 Million

Previous $1.89 Billion 63.17%

% of portfolio

0.37%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$90.0 - $96.32 $1.17 Million - $1.26 Million	13,030 Added 63.7%	33,486 $3.09 Billion
Q4 2024 Feb 05, 2025	SELL	$91.94 - $100.02 $925,835 - $1.01 Million	-10,070 Reduced 32.99%	20,456 $1.89 Billion
Q3 2024 Nov 08, 2024	BUY	$87.56 - $95.49 $1.02 Million - $1.12 Million	11,706 Added 62.2%	30,526 $2.91 Billion
Q2 2024 Aug 08, 2024	SELL	$85.39 - $90.42 $988,901 - $1.05 Million	-11,581 Reduced 38.09%	18,820 $1.66 Billion
Q1 2024 May 06, 2024	BUY	$82.87 - $90.44 $818,506 - $893,275	9,877 Added 48.12%	30,401 $2.75 Billion

Q4 2023 Feb 14, 2024	BUY	$71.48 - $84.61 $1.47 Million - $1.74 Million	20,524 New	20,524 $1.73 Billion

Others Institutions Holding IUSV

# of Institutions

833

Shares Held

192M

Call Options Held

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

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Spectrum Wealth Counsel, LLC Ishares Core S&P U.S. Value Et Transaction History